Director of Investment Client Services / Investment Advisor Representative / Independent Agent / Life and Medicare Supplements
Steven Allman is responsible for building and maintaining investment client portfolios through our Investment advisory services. Steven manages and educates our clients on market investments, annuities and investment grade numismatic coins.
Steven graduated from Mississippi College with an accounting degree and is responsible for the accounting operations of our firm. Being an Investment Advisor Representative Steven is a Series 65 licensed fiduciary that is responsible for the compliance operations for our firm as well as helping to shape client investment portfolios.
Steven also is currently serving as a Non-commissioned officer in the MS Army National Guard and has been in service for over 10 years. Steven is married to his beautiful wife Sarah Allman and they have 5 kids.